Positioning for inflation shocks

Positioning for inflation shocks

 February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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November Blog!

 November 07, 2023 |Lisa Thompson Family Wealth
Most of us are connected in some way to a soldier who fought for our country. For some, that soldier was a son or a daughter. For others it was a grandparent, an aunt or uncle, or even a friend or neighbor. Every November 11th, we pause as a nation to...
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Summer Market Recap & Team News!

 September 07, 2023 |Lisa Thompson Family Wealth
With the last long weekend of the summer passing by, we hope that you were able to get outside and enjoy some sunshine and relaxation with family and friends! Market Update: The income is back in Fixed income. Sharply rising interest rates in recent years...
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advisor looking at stock charts on computer

Recession or not, perspective is called for

 June 30, 2023 |The Global Portfolio Advisory Committee

Our Midyear Outlook argues for patience while financial markets work through persistent challenges.

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As the U.S. hits the debt ceiling, what’s next for financial markets?

 January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

 January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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